Portfolio (Quarterly)
Guide ↗
Quest 10 Wealth Builders, Inc.
· CIK 0002035215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 146.0 | $14K | 0.01% | NEW | — | $93.32 | +5.6% |
| 402 | BIDU | BAIDU INC | Communication Services | 120.0 | $13K | 0.01% | — | — | $111.42 | -10.7% |
| 403 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 27.0 | $13K | 0.01% | -2.0 | -6.9% | $491.52 | +24.9% |
| 404 | GSK | GSK PLC | Healthcare | 239.0 | $13K | 0.01% | -18.0 | -7.0% | $55.10 | -9.4% |
| 405 | ATO | ATMOS ENERGY CORP | Utilities | 71.0 | $13K | 0.01% | +19.0 | +36.5% | $184.72 | -9.3% |
| 406 | LOW | LOWES COS INC | Consumer Cyclical | 55.0 | $13K | 0.01% | -4.0 | -6.8% | $236.27 | -13.5% |
| 407 | FANG | DIAMONDBACK ENERGY INC | Energy | 65.0 | $13K | 0.01% | -2.0 | -3.0% | $197.78 | +0.7% |
| 408 | SLB | SLB LIMITED | Energy | 250.0 | $13K | 0.01% | — | — | $51.39 | +11.9% |
| 409 | SNX | TD SYNNEX CORPORATION | Technology | 76.0 | $13K | 0.01% | +37.0 | +94.9% | $168.71 | +55.7% |
| 410 | TXN | TEXAS INSTRS INC | Technology | 66.0 | $13K | 0.01% | +24.0 | +57.1% | $193.58 | +33.5% |
| 411 | FAAR | FIRST TR EXCHANGE TRAD FD VI | — | 368.0 | $12K | 0.01% | -35.0 | -8.7% | $33.75 | -6.6% |
| 412 | DE | DEERE & CO | Industrials | 22.0 | $12K | 0.01% | -1.0 | -4.3% | $563.32 | +23.1% |
| 413 | IEX | IDEX CORP | Industrials | 65.0 | $12K | 0.01% | — | — | $189.55 | +18.0% |
| 414 | FMAT | FIDELITY COVINGTON TRUST | — | 212.0 | $12K | 0.01% | NEW | — | $57.64 | +4.5% |
| 415 | EMR | EMERSON ELEC CO | Industrials | 93.0 | $12K | 0.01% | +33.0 | +55.0% | $131.02 | +16.6% |
| 416 | AFL | AFLAC INC | Financial Services | 111.0 | $12K | 0.01% | -5.0 | -4.3% | $109.71 | +6.8% |
| 417 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 229.0 | $12K | 0.01% | +31.0 | +15.7% | $52.76 | +17.0% |
| 418 | AZN | ASTRAZENECA PLC | Healthcare | 61.0 | $12K | 0.01% | NEW | — | $197.21 | -17.5% |
| 419 | WTS | WATTS WATER TECHNOLOGIES INC | Industrials | 41.0 | $12K | 0.01% | +14.0 | +51.9% | $288.78 | +25.7% |
| 420 | UBER | UBER TECHNOLOGIES INC | Technology | 164.0 | $12K | 0.01% | +3.0 | +1.9% | $71.93 | +5.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
38.5%
Technology
20.0%
Healthcare
8.0%
Consumer Cyclical
7.4%
Utilities
6.8%
Industrials
4.9%
Consumer Defensive
4.6%
Communication Services
4.5%
Energy
4.0%
Real Estate
0.8%